Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARYFIRST LLC5 years Service code 99 1060 MAITLAND CENTER COMMONS BLVD · MAITLAND, FL 32751 | Other Fees | $88,073 |
Filed as: AMERITAS INVESTMENT COMPANY LLC Service code 99 5900 O ST · LINCOLN, NE 68510 | Other Fees | $60,050 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,070 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,316 | $93,598+287.1% | $135,974+166.5% | $75,173+382.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.94% | 30.89%-11.9pp | 68.30%-49.4pp | 160.72%-141.8pp |
| Employer contribution / active EE | $15,434 | $3,538+336.3% | $4,859+217.6% | $2,671+477.9% |
| Participant deferral / active EE | $14,059 | $6,405+119.5% | $7,760+81.2% | $4,126+240.7% |
| Admin fee / account holder | $89 | $6,978-98.7% | $10,767-99.2% | $5,651-98.4% |